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PhenixFIN (PFX) Return On Equity

Annual ROE

12.13%
-7.99%-39.71%

September 30, 2024

Summary

Performance

1-Year Change

-39.71%

3-Year Change

+1294.25%

5-Year Change

+133.76%

15-Year Change

+492.56%

PFX ROE Chart

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Highlights

Sector Rank

65.68%
PFX annual return on equity is higher than 65.68% of companies in Financial Services sector

High & Low

All-time High

20.12%
PFX annual return on equity is currently -39.71% below its historical high of 20.12%

3-Year Low

-4.62%

Earnings dates

Last Annual Earnings Report Date

Sep 30, 2024
PFX previous annual earnings announcement was published on Sep 30, 2024

Next Annual Earnings Report Date

N/A
PFX next annual earnings announcement has not yet been scheduled

OtherPFXprofitabilitymetrics:

Annual Revenue

$28.57 M
PFX annual revenue is $28.57 million

Annual Net Income

$18.62 M
PFX annual net profit is $18.62 million

Annual EPS

$9.13
PFX annual earnings per share is $9.13

Annual ROA

6.86%
PFX annual return on assets is 6.86%

Quarterly ROE

12.15%
-1.16%-8.72%

September 30, 2024

Summary

Performance

3-Month Change

-8.72%

1-Year Change

-38.76%

3-Year Change

-38.76%

5-Year Change

-38.76%

PFX Quarterly ROE Chart

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Highlights

Sector Rank

72.99%
PFX quarterly return on equity is higher than 72.99% of companies in Financial Services sector

High & Low

All-time High

51.30%
PFX quarterly return on equity is currently -76.32% below its historical high of 51.30%

3-Year Low

-5.92%

Earnings dates

Last Quarterly Earnings Report Date

Sep 30, 2024
PFX previous earnings announcement was published on Sep 30, 2024

Next Quarterly Earnings Report Date

Feb 7, 2025
PFX next earnings announcement is scheduled for Feb 7, 2025

OtherPFXprofitabilitymetrics:

Quarterly Revenue

$8.53 M
PFX quarterly revenue is $8.53 million

Quarterly Net Income

$6.10 M
PFX quarterly net profit is $6.10 million

Quarterly EPS

$3.02
PFX quarterly earnings per share is $3.02

Quarterly ROA

7.31%
PFX quarterly return on assets is 7.31%

ROE Formula

ROE =  Net Income
Shareholders Equity ✕ 100%

Annual ROE

12.13%
PFX annual return on equity is 12.13%

Annual Net Income

$18.62 M
PFX annual net profit is $18.62 million

Annual Shareholders Equity

$160.31 M
PFX annual stockholders equity is $160.31 million

PFX ROE Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year-39.7%-38.8%
3 y3 years+1294.3%-38.8%
5 y5 years+133.8%-38.8%

PFX ROE Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-year-39.7%+362.6%-40.1%+305.2%
5 y5-year-39.7%+133.8%-40.1%+119.7%
alltimeall time-39.7%+133.8%-76.3%+119.7%

PhenixFIN ROE History

DateAnnualQuarterly
Sep 2024
12.13%(-39.7%)
12.15%(-8.7%)
Jun 2024
-
13.31%(-26.5%)
Mar 2024
-
18.10%(-8.8%)
Dec 2023
-
19.84%(-2.2%)
Sep 2023
20.12%(-535.5%)
20.29%(+75.5%)
Jun 2023
-
11.56%(-562.4%)
Mar 2023
-
-2.50%(-52.4%)
Dec 2022
-
-5.25%(+17.2%)
Sep 2022
-4.62%(-631.0%)
-4.48%(-24.3%)
Jun 2022
-
-5.92%(-213.6%)
Mar 2022
-
5.21%(-38.0%)
Dec 2021
-
8.41%(+877.9%)
Sep 2021
0.87%(-102.4%)
0.86%(-86.5%)
Jun 2021
-
6.38%(-8.1%)
Mar 2021
-
6.94%(-114.6%)
Dec 2020
-
-47.38%(+26.5%)
Sep 2020
-35.86%(-0.2%)
-37.45%(-25.9%)
Jun 2020
-
-50.57%(-18.2%)
Mar 2020
-
-61.79%(+90.5%)
Dec 2019
-
-32.44%(-8.0%)
Sep 2019
-35.93%(+26.6%)
-35.26%(+19.9%)
Jun 2019
-
-29.42%(+13.5%)
Mar 2019
-
-25.92%(+3.6%)
Dec 2018
-
-25.03%(-12.7%)
Sep 2018
-28.38%(+818.4%)
-28.68%(+20.7%)
Jun 2018
-
-23.77%(+51.8%)
Mar 2018
-
-15.66%(+38.6%)
Dec 2017
-
-11.30%(+268.1%)
Sep 2017
-3.09%
-3.07%(+151.6%)
Jun 2017
-
-1.22%(-229.8%)
DateAnnualQuarterly
Mar 2017
-
0.94%(-71.5%)
Dec 2016
-
3.30%(-165.3%)
Sep 2016
-4.92%(+124.7%)
-5.05%(-28.7%)
Jun 2016
-
-7.08%(-7.7%)
Mar 2016
-
-7.67%(+38.2%)
Dec 2015
-
-5.55%(+154.6%)
Sep 2015
-
-2.18%(-239.7%)
Sep 2015
-2.19%(-126.0%)
-
Jun 2015
-
1.56%(-44.7%)
Mar 2015
-
2.82%(-8.4%)
Dec 2014
-
3.08%(-64.6%)
Sep 2014
-
8.70%(-20.0%)
Sep 2014
8.41%(-14.7%)
-
Jun 2014
-
10.87%(+15.5%)
Mar 2014
-
9.41%(-7.4%)
Dec 2013
-
10.16%(+0.5%)
Sep 2013
-
10.11%(+6.0%)
Sep 2013
9.86%(+11.5%)
-
Jun 2013
-
9.54%(-16.6%)
Mar 2013
-
11.44%(+8.3%)
Dec 2012
-
10.56%(+9.5%)
Sep 2012
-
9.64%(+10.6%)
Sep 2012
8.84%(+101.8%)
-
Jun 2012
-
8.72%(+4.7%)
Mar 2012
-
8.33%(+3.2%)
Dec 2011
-
8.07%(+37.7%)
Sep 2011
-
5.86%(+51.0%)
Sep 2011
4.38%
-
Jun 2011
-
3.88%(+155.3%)
Mar 2011
-
1.52%(-97.0%)
Dec 2010
-
51.30%

FAQ

  • What is PhenixFIN annual return on equity?
  • What is the all time high annual ROE for PhenixFIN?
  • What is PhenixFIN annual ROE year-on-year change?
  • What is PhenixFIN quarterly return on equity?
  • What is the all time high quarterly ROE for PhenixFIN?
  • What is PhenixFIN quarterly ROE year-on-year change?

What is PhenixFIN annual return on equity?

The current annual ROE of PFX is 12.13%

What is the all time high annual ROE for PhenixFIN?

PhenixFIN all-time high annual return on equity is 20.12%

What is PhenixFIN annual ROE year-on-year change?

Over the past year, PFX annual return on equity has changed by -7.99% (-39.71%)

What is PhenixFIN quarterly return on equity?

The current quarterly ROE of PFX is 12.15%

What is the all time high quarterly ROE for PhenixFIN?

PhenixFIN all-time high quarterly return on equity is 51.30%

What is PhenixFIN quarterly ROE year-on-year change?

Over the past year, PFX quarterly return on equity has changed by -7.69% (-38.76%)